Roles and Permissions
Part3 gives you, as the Prime Consultant, the flexibility to assign users specific roles — Prime Consultant, Consultant, General Contractor, Sub-Contractor, Owner, or Viewer — each with its own level of access to the platform.
Prime Consultants have the broadest permissions in Part3. They can create, adjust, and issue all document types, and see everything happening across their projects. This guide will walk you through what the other roles can do.
Below is a quick snapshot of each role’s access, followed by a more detailed breakdown so you can choose the right level for every team member.
Consultants Access
| ✅ What Consultants Can Do | 🚫 What Consultants Cannot Do |
|---|---|
| Create the following document types and contribute to: SI, PC, CD, CO, RFI, submittal, and any custom workflow, | Create pay apps & certificates for payment |
When creating the above doc's:
|
|
| View internal comments area | Cannot view draft field reports and meeting minutes. |
| View history & files referenced | |
| View the Team page | |
| View issued reports, meeting minutes, and items | |
| View draft documents for: SI, PC, CD, CO, RFI, submittal, any custom workflow | |
| Review & sign documents (when requested) | |
| View finalized documents | |
| Contribute to all document types | |
| View draft RFIs and submittals, including draft responses |
General Contractor Access
| ✅ What GCs Can Do | 🚫 What GCs Cannot Do |
|---|---|
| Create RFIs, submittals, pricing (quotes), certificates (pay applications) | Create other document types (SI, PC, CD, CO, custom workflows) |
When creating the above doc's:
|
Return finalized documents |
| Contribute to custom workflows | Create a custom workflow |
| Review & sign documents (when requested) | Add/adjust companies or team members |
| View history & files referenced | View draft reports or meeting minutes |
| View the Team page | View draft change/instruction documents like SI, PC, CO, CD |
| View finalized documents | View “Items” in the Reports section |
| View draft documents for: submittals, RFIs, pricing, certificates, and custom workflows (submittal/response flows) | View draft responses for RFIs and submittals |
| View issued reports and meeting minutes | |
| View draft RFIs and submittals |
Sub-Contractor Access
| ✅ What GCs Can Do | 🚫 What GCs Cannot Do |
|---|---|
| Review & sign documents (when requested) | Create/contribute/return any document types |
| View history & files referenced | Add/adjust companies or team members |
| View the Team page | View draft reports or meeting minutes |
| View finalized documents | View draft change/instruction documents like SI, PC, CO, CD |
| View draft documents for: submittals, RFIs, pricing, certificates, and custom workflows (submittal/response flows) | View “Items” in the Reports section |
| View issued reports and meeting minutes | |
| View draft RFIs and submittals, including draft responses |
Owner Access
| ✅ What Owners Can Do | 🚫 What Owners Cannot Do |
|---|---|
| Create submittals, RFIs, and any other custom workflow. | Create other document types (SI, PC, CD, CO) |
When creating the above doc's:
|
When creating documents they cannot:
|
| Review & sign documents (when requested) | Create/contribute to a custom workflow |
| View history & files referenced | View internal comments |
| View the Team page | Add/adjust companies or team members |
| View all finalized documents | View draft reports or meeting minutes |
| View draft documents within a custom workflow | View draft change/instruction documents like SI, PC, CO, CD |
| View issued reports and meeting minutes | View “Items” in the Reports section |
| View draft RFIs and submittals, including draft responses |
Viewer Access
| ✅ What GCs Can Do | 🚫 What GCs Cannot Do |
|---|---|
| Review & sign documents (when requested) | Create/contribute/return any document types |
| View history & files referenced | Add/adjust companies or team members |
| View the Team page | View draft reports or meeting minutes |
| View finalized documents | View draft change/instruction documents like SI, PC, CO, CD |
| View draft documents for: submittals, RFIs, pricing, certificates, and custom workflows (submittal/response flows) | View “Items” in the Reports section |
| View issued reports and meeting minutes | |
| View draft RFIs and submittals, including draft responses |
As always, if you have any questions or see an issue with this article, please reach out to support@part3.io